Rename or Delete Proposal Templates

Things to Consider

• Required User Permissions for the Bid Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.
• The toggle for the proposal builder needs to be turned toggle ON   to see and use custom proposal templates.
• To get an export of your customized proposal, you will need to export with proposal builder toggle ON .
• If you make changes to the toggles while the proposal builder is on, you need to click Refresh to see those changes reflected in the proposal.

Steps

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.
2. Click the Proposal tab.
3. Under Detail Settings, click the Proposal Builder toggle ON .
4. Click the Templates dropdown menu.
5. Click  Manage Templates.
6. To rename the proposal template, make changes in the text box.
7. Click the trash icon  to delete the proposal template.
8. Click Delete.